Create a field
- Open Settings, then Custom fields.
- Choose Properties or Clients, then Add field.
- Enter a label, choose a type, set whether it is required, and add choices if it is a list.
- Reorder fields with the move buttons. The order is the order of the editor.
| Type | Holds |
|---|---|
| Text | Free text. |
| Number | A number. |
| Date | A calendar date. |
| Choice list | One value from a list you define, one choice per line, up to 50. |
| Yes or no | A switch. |
Good to know
- Every field has a key used in CSV imports and exports. It is set when you create the field and cannot change afterwards.
- Values are checked against the type when you save a record.
- If you remove a field, the values already saved are kept but hidden. They reappear if you add the field back with the same key.
- Required fields are enforced when someone saves a record, so add them before you import data.